Update Your Skills from CRM 2013 to Dynamics 365 (Dec 2016)

Course Code 

1009

Overview 

This three-day instructor-led course explains the new features introduced in Microsoft Dynamics CRM 2015, 2016 and Microsoft Dynamics 365 (Dec 2016) in On-Premises and Online.

The course provides an efficient way for consultants who are experienced in earlier versions to get up to speed with the latest release.


Outline 

Module 1 Microsoft Dynamics 365 On-Premises

  • Overview of server components
  • Installation requirements
  • Upgrade from earlier versions

Module 2 Sales

  • Review of the sales catalog
  • Product families, bundles and kits
  • Product properties
  • Product relationships
  • Product management: status and cloning

Module 3 Service

  • Review of SLAs
  • Enhanced SLAs
  • Case creation rules and case routing
  • Review of Knowledge Base Articles
  • The new Knowledge Articles system
  • The Interactive Service Hub
  • Single-stream and multi-stream dashboards

Module 4 User Interface

  • Navigation changes
  • Themes
  • Global Search
  • Advanced Find
  • Document Templates
  • Learning Path Guidance

Module 5 Customization

  • Feedback and Ratings
  • Calculated fields
  • Rollup fields
  • Hierarchy visualizations
  • Hierarchical security
  • Business Process Flows
  • Business Rules

Module 6 Mobile and Tablet clients

  • Improvements to the mobile and tablet clients

Module 7 Email Processing

  • Email Processing - Overview
  • Folder level tracking
  • Synchronized fields
  • Email signatures

Module 8 Overview of Integrating with other products

  • Exchange Online
  • Microsoft Social Engagement
  • Parature
  • Yammer
  • SharePoint Online
  • OneNote integration
  • Telephony
  • Office Groups
  • Office Delve
  • OneDrive for Business

Module 9 First Party Add-on Solutions Overview

This module provides a high-level overview of additional functionality for Microsoft Dynamics 365 using add-on solutions from Microsoft.

  • Voice of the Customer
  • Field Service
  • Project service
  • Portals
  • Working with Preview Features

Audience Profile 

This course is for experienced consultants, administrators and users of Microsoft Dynamics CRM who have worked with versions up to and including 2013.


Prerequisites 

Previous experience of working with and customizing Microsoft Dynamics CRM 2013 is essential. This course is not suitable for those who are new to Microsoft Dynamics 365.